Brandywine Managers’s Advanced Micro Devices AMD Stock Holding History

Brandywine Managers’s Portfolio AMD Stock Details AMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.03M	Sell	5,213 -1,885	-27%	-$773K	1.5%	7
2026 Q1	$1.44M	Hold	7,098	–	–	0.85%	9
2025 Q4	$1.52M	Hold	7,098	–	–	0.75%	11
2025 Q3	$1.15M	Hold	7,098	–	–	1.1%	13
2025 Q2	$1.01M	Sell	7,098 -800	-10%	-$87.1K	1%	16
2025 Q1	$811K	Hold	7,898	–	–	0.97%	17
2024 Q4	$954K	Hold	7,898	–	–	1.01%	16
2024 Q3	$1.3M	Buy	7,898 +599	+8%	+$91K	1.39%	11
2024 Q2	$1.18M	Hold	7,299	–	–	1.25%	12
2024 Q1	$1.32M	Hold	7,299	–	–	1.3%	10
2023 Q4	$1.08M	Hold	7,299	–	–	1.18%	11
2023 Q3	$750K	Hold	7,299	–	–	1.27%	16
2023 Q2	$831K	Sell	7,299 -800	-10%	-$83.2K	0.55%	23
2023 Q1	$794K	Hold	8,099	–	–	0.56%	23
2022 Q4	$525K	Hold	8,099	–	–	1.83%	17
2022 Q3	$513K	Hold	8,099	–	–	1.69%	23
2022 Q2	$619K	Hold	8,099	–	–	1.52%	17
2022 Q1	$886K	Buy	+8,099	New	+$967K	1.53%	14
2018 Q4	–	Sell	-15,100	Closed	-$466K	–	47
2018 Q3	$466K	Hold	15,100	–	–	0.2%	24
2018 Q2	$226K	Sell	15,100 -1,200	-7%	-$15.3K	0.09%	32
2018 Q1	$164K	Hold	16,300	–	–	0.09%	33
2017 Q4	$168K	Buy	16,300 +1,300	+9%	+$15.2K	0.05%	32
2017 Q3	$191K	Buy	+15,000	New	+$196K	0.06%	31

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brandywine Managers's AMD Position: Q2 2026 in Review

Brandywine Managers reduced its Advanced Micro Devices (AMD) stake by 27% in Q2 2026, selling an estimated $773K and leaving 5,213 shares worth $3.03M. The position accounts for 1.5% of the portfolio, ranked #7.

Brandywine Managers first reported a position in AMD in Q3 2017 and has held it in 23 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Brandywine Managers held 5,213 shares of Advanced Micro Devices worth $3.03M as of Q2 2026.
Brandywine Managers sold 1,885 Advanced Micro Devices shares in Q2 2026, an estimated $773K.
Advanced Micro Devices made up 1.5% of Brandywine Managers's portfolio in Q2 2026, its #7 holding.
Brandywine Managers first reported a position in Advanced Micro Devices in Q3 2017 and has held it in 23 quarters since.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.